10 Investment Themes from Brevan Howard | Colleen Sullivan, Peter Johnson

In this episode of Empire, Colleen Sullivan and Peter Johnson join us to discuss their predictions for 2023. We cover the future of NFTs, gaming, trading infrastructure, stablecoins, regulation, AppChains and more! This episode is packed with insights from two top VCs in crypto - you won't want to miss it.

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Timestamps:

(00:00) Introduction

(01:04) Why Choose Optimism

(04:22) Stablecoin Volumes Will Surpass Visa Volumes

(11:59) Brands, NFTs and Polygon's Lead

(25:31) Gaming Studios Will Integrate NFTs

(29:48) The Financialization of NFTs

(38:08) Gaming Interoperability

(42:42) The Unbundling of NFT Marketplaces

(49:38) Changes to Market Trading Infrastructure

(51:35) DeFi Regulation, Macro and Bitcoin’s Narrative

(1:10:42) The Separation of Brokerage, Custody and Settlement

(1:14:40) 2023’s Prevailing Narrative

(1:19:17) The AppChain Thesis & IRL Yields in Crypto

(1:22:47) Steady Adoption & Strong Beliefs

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Follow Peter: https://twitter.com/TheChicagoVC

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Resources

What to Expect for NFTs and Digital Goods in 2023

https://blockworks.co/news/digital-goods-nfts-2023

What to Expect From Web3 Gaming in 2023

https://blockworks.co/news/web3-gaming-2023

What to Expect for Ethereum and Blockchain Infrastructure in 2023

https://blockworks.co/news/ethereum-blockchain-infrastructure-2023

Tokengated Commerce

https://www.notboring.co/p/tokengated-commerce

Financial Times (Alan Howard)

https://www.ft.com/content/e89061dd-634e-4024-b74a-5a102d4eb552

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.